Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Wagner is a financial advisor with UBS Financial Services Inc. in Fort Wayne, Indiana. Eileen has been a registered representative for over 17 years. Eileen has a broad range of experience in the financial services industry, and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Distributors, Inc., and Lincoln Financial Advisors Corporation. Eileen is licensed in Indiana and several other states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
04/07/2016 - Present
UBS Financial Services Inc. (FORT WAYNE IN)
IN
03/27/2008 - 01/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
IN
05/01/2007 - 11/27/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
11/10/1999 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/10/1999 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
02/26/1999 - 11/08/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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